Dimensional Etf Trust shares owned by Forum Private Client Group
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client Group investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Forum Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.9M | 282k | 31.53 |
| 2025-06-30 | $8.0M | 275k | 28.95 |
| 2025-03-31 | $6.5M | 252k | 25.89 |
| 2024-12-31 | $6.1M | 241k | 25.37 |
| 2024-09-30 | $6.5M | 237k | 27.41 |
| 2024-03-31 | $5.7M | 229k | 24.72 |
| 2023-12-31 | $5.1M | 213k | 24.11 |
| 2023-06-30 | $4.3M | 182k | 23.46 |
| 2023-03-31 | $3.7M | 159k | 23.02 |
| 2022-12-31 | $3.1M | 140k | 21.95 |
| 2022-09-30 | $2.6M | 130k | 20.09 |
| 2022-06-30 | $2.6M | 112k | 23.16 |
| 2022-03-31 | $2.1M | 81k | 26.24 |
More positions owned by Forum Private Client Group
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